Podcasts about robo advisors

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Best podcasts about robo advisors

Show all podcasts related to robo advisors

Latest podcast episodes about robo advisors

richtiganlegen.ch Podcast
#96 - Roboadvisor - Die Zukunft der Geldanlage?

richtiganlegen.ch Podcast

Play Episode Listen Later Apr 22, 2025 17:36


Robo Advisors versprechen einfaches, automatisiertes Investieren – doch wie gut funktionieren sie wirklich? In dieser Folge erfährst du, wie sie arbeiten, was sie kosten und ob sie zu deiner Anlagestrategie passen könnten.

Future Finance
AI (Like ChatGPT) Is Disrupting Finance and Reshaping Investment Decisions with Joyce Li

Future Finance

Play Episode Listen Later Apr 2, 2025 43:53


In this episode of Future Finance, hosts Paul Barnhurst (aka The FP&A Guy) and Glenn Hopper welcome Joyce Li, a seasoned investor, AI strategist, and entrepreneur. Joyce shares her fascinating journey from being a CFA and managing multibillion-dollar investments to transitioning into AI and tech strategy. With nearly two decades of experience, Joyce now helps board directors and business leaders develop AI strategies and governance frameworks. Joyce Li is a seasoned investor, entrepreneur, and AI strategist. With an MBA from Wharton and a master's in Computer Science from the University of Virginia, Joyce has spent almost 20 years managing investments and guiding businesses in technology adoption. She now advises leaders on developing AI strategies and governance frameworks. Joyce also co-founded an AI-powered financial planning platform, where she learned the challenges and opportunities AI can bring to business.In this episode, you will discover:How Joyce's background in finance led her to focus on AIThe real challenges businesses face when adopting AIWhy trust is crucial when introducing AI into decision-makingThe speed at which AI is changing business modelsHow to build a successful AI strategy without getting lost in the techWhy businesses need to focus on their goals before diving into AI toolsJoyce Li shared valuable insights on how AI is transforming business strategy and decision-making. Her experience in both finance and technology has given her a unique perspective on the challenges and opportunities businesses face when adopting AI. Trust, transparency, and a clear understanding of business goals are essential when integrating AI into decision-making. Follow Joyce:LinkedIn - https://www.linkedin.com/in/sjoyceli/Website - https://averanda-ai.com/Join hosts Glenn and Paul as they unravel the complexities of AI in finance:Follow Glenn:LinkedIn: https://www.linkedin.com/in/gbhopperiiiFollow Paul:LinkedIn - https://www.linkedin.com/in/thefpandaguyFollow QFlow.AI:Website - https://bit.ly/4i1EkjgFuture Finance is sponsored by QFlow.ai, the strategic finance platform solving the toughest part of planning and analysis: B2B revenue. Align sales, marketing, and finance, speed up decision-making, and lock in accountability with QFlow.ai. Stay tuned for a deeper understanding of how AI is shaping the future of finance and what it means for businesses and individuals alike.In Today's Episode:[01:46] - Welcome to the Episode[04:02] - Shifting Focus to AI Strategy[10:52] - Lessons from Co-Founding an AI Platform[12:42] - Building AI with Limited Resources[16:12] - Generative AI and the Future of Robo-Advisors[20:44] - AI's Role in Startup Growth[23:23] - Why Startups Are Winning Big Clients[25:03] - Redesigning Workflows for the Future[32:26] - Why Big Companies Hesitate[38:24] - Describe AI's Personality[42:58] - Wrapping Up the Conversation

extraETF Podcast – Erfolgreiche Geldanlage mit ETFs
#241 Tagesgeld oder ETFs? Was ist besser? | extraETF Talk

extraETF Podcast – Erfolgreiche Geldanlage mit ETFs

Play Episode Listen Later Mar 12, 2025 41:12


Die digitale Vermögensverwaltung von Weltsparen – einfach, günstig und effizient. Doch wie funktioniert die ETF-Vermögensverwaltung genau? Welche Strategien gibt es, und warum entscheiden sich Anleger dafür statt eines eigenen ETF-Portfolios? Gemeinsam mit Kim Felix Fomm, Leiter Investment- und Vorsorgeprodukte bei WeltSparen by Raisin, sprechen wir über Zinsen, Anlagestrategien und den Unterschied zu anderen Robo-Advisors. Viel Spaß beim Anhören! +++ Tipp +++ Nur für kurze Zeit: Sicher dir bis zu 100 € Neukundenbonus für deine Anlage in Tagesgeld, Festgeld oder die digitale Vermögensverwaltung bei WeltSparen. https://go.extraetf.com/raisin-youtube-032025 ++ Werbung ++ Besonders Frauen stehen vor der Herausforderung des Gender Pension Gaps. Eine Lösung könnten ETF-Sparpläne sein, denn.. mit einem ETF-Sparplan investierst du regelmäßig kleinere Beträge, dadurch können Bedenken über den “falschen” Investmentzeitpunkt verringert werden. Wenn du darüberhinaus deine Erträge immer wieder anlegst, wächst dein Kapital im Regelfall schneller. Du verdienst also Zinsen auf deine Zinsen. Nutze auch die Vorteile der Diversifikation: Ein ETF, wie der Welt-ETF von Invesco verteilt dein Risiko auf über 4.000 Unternehmen in Industrie- und Schwellenländern. Entdecke mehr dazu auf www.invesco.de. Kapitalanlagerisiko https://go.extraetf.com/invesco-podcast-ftse-all-world-12032025 ++++++++

NerdWallet's MoneyFix Podcast
Can AI Really Manage Your Money? Plus: The Truth About Roth Conversions

NerdWallet's MoneyFix Podcast

Play Episode Listen Later Mar 10, 2025 25:47


Learn how AI can help you budget, invest, and build financial knowledge. Then, get expert insights on Roth conversions. How can AI help you manage your money? What do you need to know about Roth conversions? Hosts Sean Pyles and Elizabeth Ayoola discuss the rise of AI-powered financial tools and break down the pros and cons of using AI for budgeting, financial education, and investing research. They explore how generative AI, budgeting apps, and robo-advisors can assist with personal finance tasks but also highlight potential risks that come with using the technology, like misinformation and algorithmic bias. Then, investing Nerd Sam Taube joins Sean and Elizabeth to discuss Roth conversions, including how they work, when they make sense, and what tax implications to consider. They cover how to estimate taxes on a conversion, the impact of the pro-rata rule on backdoor Roth IRAs, and strategies to avoid tax complications. Whether you're curious about AI-driven financial tools or weighing a Roth conversion, this episode provides the insights you need to make smarter money decisions. What Is a Robo-Advisor and Is One Right for You? https://www.nerdwallet.com/article/investing/what-is-a-robo-advisor  Federal Income Tax Calculator and Refund Estimator 2024-2025 https://www.nerdwallet.com/calculator/tax-calculator  NerdWallet's roundup of the best financial advisors: https://www.nerdwallet.com/best/investing/financial-advisors  In their conversation, the Nerds discuss: how to use AI for budgeting, AI investing tools, robo-advisors, AI for financial planning, AI stock research, how to use ChatGPT for money management, generative AI and finance, Roth conversion taxes, Roth IRA conversion rules, Roth IRA tax implications, backdoor Roth IRA, pro rata rule Roth conversion, traditional IRA vs Roth IRA, Roth conversion strategy, Roth conversion tax brackets, when to do a Roth conversion, backdoor Roth IRA step by step, Roth IRA withdrawal rules, best robo-advisors, AI stock picking, AI for retirement planning, how to avoid taxes on Roth conversion, investing with AI, and AI vs human financial advisors. To send the Nerds your money questions, call or text the Nerd hotline at 901-730-6373 or email podcast@nerdwallet.com. Like what you hear? Please leave us a review and tell a friend.

MONEY FM 89.3 - Your Money With Michelle Martin
Money and Me: Is Revolut's Robo-Advisor a Game Changer for Effortless Investing?

MONEY FM 89.3 - Your Money With Michelle Martin

Play Episode Listen Later Feb 11, 2025 19:19


Ever wished every time you spent, you were also investing? Host Michelle Martin explores a new robo-advisor with guest Kelvin Liew, Head of Wealth & Trading at Revolut. If you have no time for research or are new to investing, could an automated portfolio be the answer? Revolut, known for money transfers and multi-currency spending, has launched a Robo-Advisor in Singapore, offering a fully automated investing experience. How does it compare to competitors? What assets does it prioritize, and how does its 0.75% fee stack up? Discover how AI-driven investing is evolving and what investors should consider before signing up.See omnystudio.com/listener for privacy information.

Success + Money + Mindset
Winning Against Robo-Advisors: The Power of Human-Centered Financial Planning with James Alexander

Success + Money + Mindset

Play Episode Listen Later Feb 5, 2025 46:27


How do we (financial advisors) differentiate ourselves in an era of robo-advisors and automated investing? In this episode, I sat down with James Alexander, a badass FA and CFP, to break down the human element of financial planning and why psychology, tax strategy, and relationship-building matter more than ever. James shares his insights on: ✅ How to create a value proposition that goes beyond investment management. ✅ The psychological side of financial advising and why clients need more than just numbers. ✅ The power of niche marketing and how targeting a specific audience can skyrocket your success. ✅ His transition from a broker-dealer to an RIA—what he learned and why it was the right move. ✅ The best networking, branding, and referral strategies for growing your practice. If you're looking for ways to stand out, build a strong referral network, and become a true problem-solver for your clients, this episode is for you. Connect with James:

CBS Eye on Money
Are We Taking the Right Steps?

CBS Eye on Money

Play Episode Listen Later Jan 23, 2025 21:40


We're in our mid 30s with two young children and would like to know if we are taking the right steps to set us up for financial success?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Tips for Paying Down Debt

CBS Eye on Money

Play Episode Listen Later Jan 21, 2025 12:44


With nearly half of Americans carrying credit card balances month-to-month, here's some tips on how to pay down debt.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Saving and Investment Priorities at 30

CBS Eye on Money

Play Episode Listen Later Jan 16, 2025 17:39


I'm a 30-year-old physician in residency training and I have reached some significant financial goals in the last year, and I'm wondering what I should be doing with my extra cash flow?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Achieving Your Financial Goals in 2025

CBS Eye on Money

Play Episode Listen Later Jan 14, 2025 11:50


What's your financial goal for 2025? Saving more money? Paying off debt? Going all Roth all the time? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Should I Do a Career Reset?

CBS Eye on Money

Play Episode Listen Later Jan 9, 2025 16:06


As a career government employee, should I take my pension and do a career reset?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Where to Park Real Estate Proceeds?

CBS Eye on Money

Play Episode Listen Later Jan 7, 2025 17:43


Once a piece of property is sold, where's the best place to park the proceeds?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Do I Need a Formalized Financial Plan?

CBS Eye on Money

Play Episode Listen Later Jan 2, 2025 23:06


After doing it on my own for many, many years, is there any reason why I would need a formalized financial plan?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
On Track After Some Curveballs?

CBS Eye on Money

Play Episode Listen Later Dec 31, 2024 23:15


After having a couple of curveballs thrown at us, are we still on track to accomplish our financial goals?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Clark Howard Podcast
12.26.24 BEST OF: Relocation: Rent Before You Buy / SAVE MORE On Clothing

The Clark Howard Podcast

Play Episode Listen Later Dec 26, 2024 30:58


Happy Holidays! Please enjoy this Best Of episode. Clark returns January 3rd. Clark recommends renting in a new city or state before you buy there, and has a great example of why to share with you. Also, Clark is very happy to report that the used clothing market is growing 7 times faster in the U.S. than the new market. Buying used is a great way to Spend Less! Rent Before Buying In New Locale: Segment 1 Ask Clark: Segment 2 Secondhand Clothing A WIN: Segment 3 Ask Clark: Segment 4 Mentioned on the show: New York Post: Florida transplants fleeing in droves over relentless heat, damaging hurricanes The home insurance market is crumbling. These owners are paying the price The $10 Travel Essential Clark Howard Always Packs 5 Best Robo-Advisors in 2023 Who Should Use a Robo-Advisor? Secondhand clothing stores are red hot as consumers look to save money Clark.com - CELL PHONES Best Investment Companies for Investors in 2024 10 Best Free Checking Accounts in April 2024 Fidelity Investments Review 2023: Pros & Cons Team Clark Guarantee - Clark Howard Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

CBS Eye on Money
More Money, More Anxiety

CBS Eye on Money

Play Episode Listen Later Dec 26, 2024 16:48


I have a new job, higher salary, and quite a bit more in investments. Yet I'm still feeling anxious when it comes to my finances. Can you help?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Planning for Retirement in Your 40s

CBS Eye on Money

Play Episode Listen Later Dec 24, 2024 10:05


People in their 40s face major financial pressures, from helping their children pay for college to affording a mortgage. But it's still critical that they also concentrate on planning for retirement.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Can We Buy a Home Overseas?

CBS Eye on Money

Play Episode Listen Later Dec 19, 2024 19:46


Our dream is to live in Spain part-time once we retire in about six years. Given our current finances, can we pull it off?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The NewRetirement Podcast
Mark Goines: Pioneering Fintech and the Future of Money

The NewRetirement Podcast

Play Episode Listen Later Dec 19, 2024 61:32


In this episode of Boldin Your Money, Steve Chen connects with FinTech pioneer Mark Goines, the force behind TurboTax, Quicken, and Personal Capital. Mark reveals the keys to scaling innovations, mastering distribution, and how AI is transforming the future of financial services. Packed with insights on building impactful products, driving growth, and embracing change, this episode is a must-listen for anyone navigating money, technology, and the evolving financial world.

CBS Eye on Money
Are We Getting Used to High Prices?

CBS Eye on Money

Play Episode Listen Later Dec 17, 2024 13:12


What if part of our ability to better absorb higher prices is due to the fact that we have essentially acclimatized to them?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Paying Myself in Retirement

CBS Eye on Money

Play Episode Listen Later Dec 12, 2024 20:21


With retirement just days away, I'm apprehensive about losing the paycheck every two weeks and knowing how to pay myself. Can you help?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Maximize Your Holiday Donations

CBS Eye on Money

Play Episode Listen Later Dec 10, 2024 16:00


This is the time of year that you might be thinking about charitable giving, so here are a few best practices to keep in mind.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Tripped Up by Analysis Paralysis

CBS Eye on Money

Play Episode Listen Later Dec 5, 2024 25:48


My husband and I find ourselves in situation where we don't know what to do with $200,000 we have sitting in our savings account.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Just Married, Now What?

CBS Eye on Money

Play Episode Listen Later Dec 3, 2024 19:57


I recently got married and now I'm wondering what the next best steps financially are for my wife and me.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Happy Thanksgiving!

CBS Eye on Money

Play Episode Listen Later Nov 28, 2024 2:29


Gobble, gobble, happy Thanksgiving from Jill and Mark!Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Tax-Efficient Rebalancing

CBS Eye on Money

Play Episode Listen Later Nov 26, 2024 15:09


Is there a tax-efficient way to rebalance when it involves a taxable brokerage account?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Retirement Alphabet Soup

CBS Eye on Money

Play Episode Listen Later Nov 21, 2024 22:13


I recently switched employers and now I'm looking for advice on how best to consolidate all of my different retirement accounts.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Year-End Money Moves

CBS Eye on Money

Play Episode Listen Later Nov 19, 2024 16:51


With just a few weeks left in 2024, here's some practical tips to help you save or even earn extra cash by the new year.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Money Can't Buy You Time

CBS Eye on Money

Play Episode Listen Later Nov 14, 2024 18:59


I have been contemplating when we can retire and I would like a second opinion to help put my mind at ease.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
A Surging Market and Another Rate Cut

CBS Eye on Money

Play Episode Listen Later Nov 12, 2024 12:45


The stock market is on a high and the Federal Reserve makes another rate cut. I joined CBS Mornings to discuss both.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Clark Howard Podcast
11.11.24 Robo Advisor Or Financial Planner? / Why Clark Hates Rent Control

The Clark Howard Podcast

Play Episode Listen Later Nov 11, 2024 34:03


A Special Veterans Day Thanks To All Who Have Served, Past, Present and Future. Today Clark goes back to basics, explaining how to determine if a robo advisor or a financial planner is best for you. Also, how rent control can distort a market and limit housing supply. Investment Advisors: Segment 1 Ask Clark: Segment 2 Rent Control: Segment 3 Ask Clark: Segment 4 Mentioned on the show: Who Should Use a Robo-Advisor? (Clark.com) Investing: Self-Directed vs. Robo-Advisor vs. Financial Advisor (Clark.com) Robo-Advisors - Clark.com / 5 Best Robo-Advisors in 2024 What Is a Fiduciary Financial Advisor and Do I Need One? How Much Does a Financial Advisor Cost? Best Financial Advisors in 2024 What's the Best Place To Get Investing Advice From an Advisor if I Have Limited Assets? 3 Places You Should Never Invest Your Money Stripe, Inc. | Better Business Bureau® Profile Good2GoMobile  / CELL PHONES - Clark.com Phone Plan Finder – Find the Best Plan For You - Clark.com Military and Veterans Guide: Free Resources for Your Finances 25+ Places That Offer Discounts to U.S. Veterans Clark.com resources Episode transcripts Community.Clark.com Clark.com daily money newsletter Consumer Action Center Free Helpline: 636-492-5275 Learn more about your ad choices: megaphone.fm/adchoices Learn more about your ad choices. Visit megaphone.fm/adchoices

CBS Eye on Money
Are We Saving Too Much?

CBS Eye on Money

Play Episode Listen Later Nov 7, 2024 21:23


With pensions on the horizon, are we saving too much money for retirement?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
The Holiday Spending Season Is Upon Us

CBS Eye on Money

Play Episode Listen Later Nov 5, 2024 12:00


A recent study reveals Gen Z and Millennials are most likely to make impulse buys during the holidays than Gen X and Baby Boomers. I joined CBS Mornings Plus with tips to make smarter spending decisions as gift-giving season nears.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The Money Jar
#213: Johanna Redmond of SE Works, Robo-Advisors, Line Queuers

The Money Jar

Play Episode Listen Later Nov 1, 2024 18:28


In this episode, we'll learn what a robo-advisor is, we'll talk with Johanna Redmond of SE Works about how they are helping people get started in banking or medical administration, and have you ever thought about being a professional queuer?

CBS Eye on Money
Can I Retire Next Year?

CBS Eye on Money

Play Episode Listen Later Oct 31, 2024 18:58


I want to retire next year at the age of 62 after working at the same company for 35 years. Can I do it?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
A Guide to Estate Planning

CBS Eye on Money

Play Episode Listen Later Oct 29, 2024 14:12


A new survey shows the number of Americans with a will has decreased by 6% from last year, even though the majority say having a will is important. I joined CBS Mornings to discuss what to know about estate planning and your will.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
How to Handle Lump Sum Payout

CBS Eye on Money

Play Episode Listen Later Oct 24, 2024 20:37


We recently found out that my husband, thanks to his job, will be coming into a large chunk of money. What should we do with it?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
The Struggling Sandwich Generation

CBS Eye on Money

Play Episode Listen Later Oct 22, 2024 15:34


Many people in their 50s are part of the so-called "sandwich generation" of workers who support both young relatives and aging parents. Roughly 5 million U.S. households fall into this category, and as a result, the sandwich generation faces challenges saving for retirement.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
How to Handle Large Inheritance

CBS Eye on Money

Play Episode Listen Later Oct 17, 2024 21:33


After receiving a large inheritance, what steps should we be taking to best navigate our financial future? Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Considering Pre-Retirement Adjustments

CBS Eye on Money

Play Episode Listen Later Oct 15, 2024 14:30


A pre-retirement adjustment we are considering is discontinuing my wife's 403(b) contributions and redirecting those funds to increase contributions to our taxable brokerage account. Does this make sense?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Financial Priorities and Parenthood

CBS Eye on Money

Play Episode Listen Later Oct 10, 2024 14:28


I joined CBS Mornings with some financial advice to help parents save money while also juggling the expenses of parenthood.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
A Strong Economy and Planning for the Unknown

CBS Eye on Money

Play Episode Listen Later Oct 8, 2024 17:03


As the economy added 245,000 jobs in September, exceeding the expectations of most economists, a large chunk of the country has been dealing with natural disasters. I joined CBS Mornings to discuss. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
How to Pay for College

CBS Eye on Money

Play Episode Listen Later Oct 3, 2024 18:56


My wife and I are trying to figure out how to pay for college for our youngest son and we're in need of some suggestions.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Evaluating My Asset Allocation

CBS Eye on Money

Play Episode Listen Later Oct 1, 2024 26:38


I have a large chunk of money in my ESOP and a large chunk of money in a single stock. How should I be evaluating my overall asset allocation?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
I Fired My Planner

CBS Eye on Money

Play Episode Listen Later Sep 26, 2024 26:24


We recently fired our financial planner and would like some advise and/or suggestions on our portfolio makeup as we begin our retirement journey.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Do I Have Enough Insurance?

CBS Eye on Money

Play Episode Listen Later Sep 24, 2024 18:42


As I prepare to leave the military, is there any reason why I should be looking to get additional insurance?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
In Too Good of a Position for Retirement?

CBS Eye on Money

Play Episode Listen Later Sep 19, 2024 17:33


Given the level of assets we've accumulated, I'm wondering if we can hit the breaks when it comes to saving for retirement?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Retired at 48, Am I Okay?

CBS Eye on Money

Play Episode Listen Later Sep 17, 2024 17:42


I retired two years ago at 48 and would like to know if you agree with my analysis that I have enough to stop my part time job.Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
How Am I Doing?

CBS Eye on Money

Play Episode Listen Later Sep 12, 2024 29:03


I'm considering buying a new home and would love your thoughts on if you think I can afford to buy now. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

CBS Eye on Money
Big Money Decisions

CBS Eye on Money

Play Episode Listen Later Sep 10, 2024 16:01


With some big money decisions on the horizon, I have a lot of questions and I'm not sure which direction to go. Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoneySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.